US · 1 entry · 1 publication
Hyster-yale, Inc.
More bullish than bearish among those that state a stance.
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Sign up freeInstitutional · PIMCO · lotfi karoui
For equity investors, the question is relatively simple: Who wins the AI race? For credit investors, it is more nuanced: Do spreads adequately compensate for the broad set of risks embedded in financing the buildout?
Institutional · PIMCO · lotfi karoui, michael puempel, amit arora
Today’s AI financing wave looks more disciplined than past infrastructure investment booms, yet it still demands selectivity.
Substack · nobrainerinvestments · Calvin Blissett
5x normalized earnings, 4.5% dividend, anchoring shareholder, valuable dealership network, cost cutting initiatives.
Since publication −10.9% α −9.1 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.